CareerPlan

Private Equity Investor Product Strategy, Associate

Miami, FL, USFull-time$110k–$150k2026-11-07 → 2026-11-09

Core

Prepare marketing and fundraising materials, financial analysis, and investor reporting for Private Equity funds.

Role type

Associate, Investor Product Strategy

Builds

Investor-facing deliverables, pitch books, performance memos, and roadshow materials

Domain

Private Equity / Alternative Asset Management

Deliverable

product features

Required skills

Financial analysis, Excel, PowerPoint, Data analysis, Report writing, Cross-functional collaboration

Preferred skills

Quantitative experience, Content creation, Investment operations

Responsibilities

Prepare and analyze detailed investment reports; Assist with preparation of marketing and fundraising materials; Coordinate collection and analysis of performance metrics; Draft presentations and analyses for senior management

Seniority

Associate, 3+ years experience